消息面上，喜相逢集团近期宣布，已与国内领先的毫米波雷达智慧感知方案提供商厦门旷时科技签署谅 解备忘录，计划通过股权收购或增资扩股方式，获取其51%的控股权。有分析指出，此举被视为喜相逢 集团从传统汽车流通领域，向智能驾驶前沿核心技术产业链发起的战略性深度进军的明确信号。 公开资料显示，旷时科技是专业的毫米波雷达智慧感知整体方案提供商，拥有芯片、算法、模组、整 机、系统平台全链条产品，结合人工智能、多模态技术，面向智慧健康、智能家居、辅助驾驶、智慧物 联四大领域，为客户提供高性能的产品及整体解决方案。产品覆盖健康养老、消费、医疗、工业、汽车 及软件与服务等领域。多款产品填补国内空白，处于行业领先地位。 喜相逢集团(02473)再涨超9%，截至发稿，涨8.4%，报9.29港元，成交额5350.79万港元。 ...

消息面上，喜相逢集团近期宣布，已与国内领先的毫米波雷达智慧感知方案提供商厦门旷时科技签署谅 解备忘录，计划通过股权收购或增资扩股方式，获取其51%的控股权。有分析指出，此举被视为喜相逢 集团从传统汽车流通领域，向智能驾驶前沿核心技术产业链发起的战略性深度进军的明确信号。 公开资料显示，旷时科技是专业的毫米波雷达智慧感知整体方案提供商，拥有芯片、算法、模组、整 机、系统平台全链条产品，结合人工智能、多模态技术，面向智慧健康、智能家居、辅助驾驶、智慧物 联四大领域，为客户提供高性能的产品及整体解决方案。产品覆盖健康养老、消费、医疗、工业、汽车 及软件与服务等领域。多款产品填补国内空白，处于行业领先地位。 智通财经APP获悉，喜相逢集团(02473)再涨超9%，截至发稿，涨8.4%，报9.29港元，成交额5350.79万 港元。 ...

消息面上，近日，在CES 2026展会期间，希迪智驾与速腾聚创(02498)携手宣布达成战略合作。据介 绍，双方将强强联合，基于希迪智驾在商用车智能驾驶领域的专业沉淀与速腾聚创在数字化激光雷达领 域的技术优势，共同推动更安全、更高效、更智能的自动驾驶解决方案的规模化落地，提升无人矿卡、 无人物流车等商用车辆的运输效率与作业稳定性，赋能矿山、封闭园区、通关口岸以及轨道交通、智慧 城市等场景的智能化升级，让智能驾驶持续惠及产业转型及民生改善。 （原标题：港股异动 | 希迪智驾(03881)涨超5% 近日与速腾聚创(02498)于CES达成战略合作 赋能矿山等 场景智能化升级） 智通财经APP获悉，希迪智驾(03881)涨超5%，截至发稿，涨5.1%，报264港元，成交额746.87万港元。 ...

消息面上，近日，在CES 2026展会期间，希迪智驾与速腾聚创(02498)携手宣布达成战略合作。据介 绍，双方将强强联合，基于希迪智驾在商用车智能驾驶领域的专业沉淀与速腾聚创在数字化激光雷达领 域的技术优势，共同推动更安全、更高效、更智能的自动驾驶解决方案的规模化落地，提升无人矿卡、 无人物流车等商用车辆的运输效率与作业稳定性，赋能矿山、封闭园区、通关口岸以及轨道交通、智慧 城市等场景的智能化升级，让智能驾驶持续惠及产业转型及民生改善。 希迪智驾(03881)涨超5%，截至发稿，涨5.1%，报264港元，成交额746.87万港元。 来源：智通财经网 ...

中信建投指出，2026年汽车以旧换新政策如期落地，有望稳定市场预期并提振Q1销量。此次补贴政策 在年前落地，有利于稳定市场预期。对于乘用车板块，政策核心调整在于从定额补贴转向根据车价按比 例补贴，最高补贴额与25年对齐，有望对26Q1内需形成有力支撑，按车价比例补贴有助于提升车价中 枢并修复行业利润。我们仍看好自主乘用车智能化、高端化、强势新车周期和新能源出海头部车企。对 于商用车板块，年末重卡、客车有望延续高景气。重卡方面，考虑到国内补贴效果持续显现，次年政策 切换驱动部分需求前置，叠加非俄出口高增速延续，年底前行业预计维持较高景气。26年国内国四、国 五自然报废叠加出口高增，预计可支撑行业总量保持110万+高位，且传统能源基盘有望保持稳定。客 车方面，随着新能源公交补贴落地，叠加出口旺季来临，年底前客车内销、出口有望进一步放量。重点 公司年内仍有估值上行空间及业绩超预期机会。 香港汽车ETF（520720）跟踪的是港股通汽车指数（931239），该指数从港股通范围内选取涉及整车制 造、零部件等汽车产业的上市公司证券作为指数样本，以反映相关领域整体表现。该指数聚焦于智能驾 驶与新能源汽车领域，成分股主要集中 ...

Group 1 - The smart driving sector is experiencing active performance driven by favorable policies, technology advancements, and industry progress, with the smart driving ETF (516520) seeing a cumulative net inflow of 528 million yuan since 2026 and an average daily trading volume increasing by 657% to 227 million yuan compared to 2025 [1] - The Shanghai Municipal Government has issued the "High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," aiming for large-scale implementation of high-level autonomous driving scenarios by 2027, which is expected to accelerate the conversion of autonomous driving technology into industrial competitiveness and further stimulate market investment enthusiasm [1] - NVIDIA has made significant breakthroughs by releasing and open-sourcing the Alpamayo autonomous driving model and related toolchains, which lowers development barriers and aids in the popularization of L2++ to L4 level autonomous driving technology [1] Group 2 - According to CICC, the global smart driving sector is accelerating, with NVIDIA's DRIVE Hyperion platform expanding its cooperative ecosystem to include several leading domestic suppliers, promoting the internationalization of China's smart driving industry chain [2] - The penetration rate of high-level autonomous driving may have crossed a turning point, with the mass production process of L3/L4 technologies speeding up and the commercialization of Robotaxi accelerating, which enhances the value of core components such as vehicle SoC, sensors, and domain controllers [2] - The smart driving ETF (516520) closely tracks the CSI Smart Vehicle Theme Index, which reflects the overall performance of companies in the smart vehicle industry, with the top five sub-industries being automotive parts (24.0%), semiconductors (19.6%), passenger vehicles (14.4%), software development (11.3%), and communication equipment (7.1%) [2] Group 3 - The fund manager of the smart driving ETF (516520), Huatai-PB Fund, is one of the first ETF managers in China, having created the largest ETF in the A-share market, the Huatai-PB CSI 300 ETF (510300), which has a current scale of 410.4 billion yuan and high market activity [3] - The Huatai-PB CSI 300 ETF (510300) will implement a cash dividend of 1.23 yuan per 10 fund shares, with the total dividend amount expected to approach 11 billion yuan, potentially setting a new record for single cash dividends in domestic ETFs [3]

1月15日晚间，雷军发文总结1月第三场直播，雷军表示，前段时间，小米汽车也达成了50万台交付，感 谢每一位小米车主的支持与认可！我们的车主都是眼里有光、心里有火、对生活充满热爱的一群人。无 论过去、现在，还是未来，我们都将坚定地和车主、用户站在一起！ 以下为微博全文： 这是本月第3场直播，汇总一下： 1． 根据汽车之家统计，小米SU7是2025年20万以上轿车销量第一；小米YU7，上市6个月，连续5个月 获得中大型SUV的销量第一。前段时间，小米汽车也达成了50万台交付，感谢每一位小米车主的支持与 认可！我们的车主都是眼里有光、心里有火、对生活充满热爱的一群人。无论过去、现在，还是未来， 我们都将坚定地和车主、用户站在一起！ 2． 从2026年1月16日0点起，至2月28日前，下定YU7全系和第一代SU7现车，可享受"7年低息"政策， 首付4.99万元起，月供低至2593元起。在此期间，也有"3年0息"可选，首付7.49万元起，月供最低4961 元，0息0手续费。另外，小米YU7现又新增了"全系限时赠送双零重力座椅"权益。此外，车主邀请好友 小订并锁单新一代SU7，可获8000积分（每人每年最多10次）。 3 ...

Group 1: Commercial Aerospace Industry - The commercial aerospace sector is experiencing adjustments, but the long-term investment logic remains unchanged, with significant opportunities expected in the satellite industry driven by policy and industrial advancements [1][2] - The satellite industry is supported by strong government policies and ongoing industrialization, with expectations for more specific supportive policies to be introduced in the near future [2] - The demand for satellite manufacturing and launching is anticipated to surge due to the scarcity of low-orbit satellite frequency resources and advancements in reusable rocket technology [2] Group 2: AI Application Investment Opportunities - The AI application sector is witnessing significant growth, with the market expected to expand from a trillion-level scale to a multi-trillion level in the coming years, driven by its integration across various industries [3][5] - Investment opportunities in AI applications are characterized by a competitive landscape with major players categorized into three tiers: platform giants, vertical leaders, and innovative application companies [3] - Intelligent driving is highlighted as a promising direction for AI applications, with clear paths explored in scenarios like autonomous buses and unmanned taxis, showcasing substantial social benefits and commercial potential [3][5]

Core Viewpoint - Xiaomi's CEO Lei Jun will host a highly anticipated live stream to discuss the new generation SU7 and share positive news about Xiaomi's automotive developments [1][3] Group 1: Live Stream Details - The live stream is scheduled for tonight at 20:00 and will feature Lei Jun addressing various audience questions [1] - This will be Lei Jun's third live stream in 2026, indicating a commitment to engaging with the audience [3] Group 2: Special Guests and Content - The live stream will include special guest Wu Pei, a seasoned automotive media personality, who will provide unique insights based on his industry experience [3] - Dr. Chen Guang, head of HAD, will also participate to discuss the latest advancements in Xiaomi's assisted driving system, showcasing the company's innovations in smart driving technology [3]

Core Insights - Xiaomi's SU7 model is projected to be the best-selling sedan priced over 200,000 in 2025, while the YU7 has achieved the highest sales in the mid-to-large SUV category for five consecutive months since its launch six months ago [1] - Xiaomi has reached a milestone of 500,000 vehicle deliveries, expressing gratitude to its customers for their support [1] - A promotional financing plan for the YU7 and first-generation SU7 will be available from January 16, 2026, offering low-interest rates and various payment options [1] Group 1: Product Development and Features - The new generation SU7 is currently undergoing road testing, with a call for users to share photos of the test vehicles [1] - Xiaomi's automotive division has over 1,800 personnel focused on smart driving, with R&D centers established in Beijing, Shanghai, and Wuhan [2] - The recently released Xiaomi HAD enhanced version has received positive feedback, incorporating reinforcement learning algorithms and world models [2] Group 2: New Generation SU7 Specifications - The new generation SU7 will feature various wheel sizes, including 19-inch, 20-inch, and 21-inch options, with upgraded designs [3] - The vehicle will be available in nine colors, including new exclusive colors alongside classic options from the previous generation [3] - Interior upgrades include new color options, a redesigned dashboard layout, and enhanced ambient lighting [3] - The new generation SU7 boasts significant improvements in battery technology, with the Pro version achieving a CLTC range of 902 km and higher voltage for better charging efficiency [3][4] Group 3: Performance Enhancements - The V6sPlus super motor has seen a 1.5% increase in overall efficiency, with power output improvements for both standard and Max versions [4] - The new generation SU7 is heavier due to safety and performance upgrades, but these enhancements do not compromise its range or driving performance [4] - The vehicle will include advanced safety features with full lidar and radar systems, enhancing the performance of its driving assistance capabilities [4] - The new generation SU7 is expected to officially launch in April, with final specifications to be confirmed through official channels [4]